Kooman & Associates’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Kooman & Associates’s Portfolio AVLV Stock Details AVLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.3M	Buy	+201,011	New	+$17.7M	4.92%	4

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Kooman & Associates's AVLV Position: Q2 2026 in Review

Kooman & Associates opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q2 2026: 201,011 shares worth $18.3M. The stake represents 4.92% of the portfolio and ranks #4 among its holdings.

562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Kooman & Associates held 201,011 shares of Avantis US Large Cap Value ETF worth $18.3M as of Q2 2026.
Avantis US Large Cap Value ETF was a new Kooman & Associates position in Q2 2026.
Avantis US Large Cap Value ETF made up 4.92% of Kooman & Associates's portfolio in Q2 2026, its #4 holding.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Kooman & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.